Jpmorgan Chase & CO Heritage Financial Corp Transaction History

Jpmorgan Chase & CO

$1.14 Trillion
Q2 2024

A detailed history of Jpmorgan Chase & CO transactions in Heritage Financial Corp stock. As of the latest transaction made, Jpmorgan Chase & CO holds 122,783 shares of HFWA stock, worth $2.85 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

122,783

Previous 126,836 3.2%

Holding current value

$2.85 Million

Previous $2.46 Million 10.0%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$16.68 - $19.08 $67,604 - $77,331	-4,053 Reduced 3.2%	122,783 $2.21 Million
Q1 2024 May 10, 2024	BUY	$17.88 - $21.15 $205,530 - $243,119	11,495 Added 9.97%	126,836 $2.46 Million
Q4 2023 Feb 12, 2024	BUY	$15.97 - $22.04 $52,461 - $72,401	3,285 Added 2.93%	115,341 $2.47 Million
Q3 2023 Nov 14, 2023	SELL	$16.05 - $19.14 $234,875 - $280,094	-14,634 Reduced 11.55%	112,056 $1.83 Million
Q2 2023 Aug 11, 2023	SELL	$15.26 - $21.38 $312,479 - $437,798	-20,477 Reduced 13.91%	126,690 $2.05 Million
Q1 2023 May 18, 2023	BUY	$21.11 - $30.6 $922,485 - $1.34 Million	43,699 Added 42.23%	147,167 $3.15 Million
Q1 2023 May 11, 2023	SELL	$21.11 - $30.6 $2.82 Million - $4.09 Million	-133,610 Reduced 56.36%	103,468 $2.21 Million
Q4 2022 Feb 13, 2023	BUY	$26.71 - $34.24 $2.79 Million - $3.57 Million	104,374 Added 78.65%	237,078 $7.26 Million
Q3 2022 Nov 14, 2022	BUY	$25.0 - $28.21 $2.5 Million - $2.82 Million	100,132 Added 307.42%	132,704 $3.51 Million
Q2 2022 Aug 11, 2022	SELL	$23.94 - $26.35 $3.28 Million - $3.61 Million	-136,945 Reduced 80.79%	32,572 $819,000
Q1 2022 May 11, 2022	BUY	$24.18 - $27.24 $723,538 - $815,102	29,923 Added 21.44%	169,517 $4.25 Million
Q4 2021 Feb 10, 2022	BUY	$23.0 - $25.99 $1.82 Million - $2.06 Million	79,183 Added 131.07%	139,594 $3.41 Million
Q3 2021 Nov 12, 2021	BUY	$22.39 - $26.0 $1.35 Million - $1.57 Million	60,411 New	60,411 $1.54 Million

Others Institutions Holding HFWA

# of Institutions

171

Shares Held

26.9M

Call Options Held

700

Put Options Held

1.7K

View Full List

About HERITAGE FINANCIAL CORP

Ticker HFWA
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 35,104,200
Market Cap $815M
Description
Heritage Financial Corporation operates as the bank holding company for Heritage Bank that provides various financial services to small and medium sized businesses and individuals in the United States. The company accepts various deposit products, such as noninterest demand deposits, interest bearing demand deposits, money market accounts, savin...

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Jpmorgan Chase & CO Heritage Financial Corp Transaction History